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Metropolitan Health Networks Inc. Message Board

dickmilde 11 posts  |  Last Activity: Nov 24, 2015 7:34 AM Member since: Jan 2, 2000
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  • Reply to

    Conference call replay is available

    by dickmilde Nov 21, 2015 4:52 PM
    dickmilde dickmilde Nov 24, 2015 7:34 AM Flag

    I have a very busy schedule so I usually don't participate but I always find time for the re-play. When I do participate It's hard to come up with a meaningful question on something that wasn't covered during the presentation. They do such a complete job and really don't leave much to ask about.

  • At the SLP web site select the Investors tab and click on conference calls.
    The conference call is a good record of the financial results and provides an excellent summary of all the new things that are in the works. SLP has planned a very ambitious schedule for software upgrades and new offerings. SLP continues to find new ways to grow the business... It's an exciting time for this company.

  • dickmilde by dickmilde Nov 18, 2015 7:13 PM Flag

    The Q 4 results are the real evidence showing that the Cognigen integration is going smoothly and also resulting in a significant contribution to sales and earnings. As a % of sales the SG&A expenses are down and the net profit is increasing faster than sales. This validates the Cognigen addition as a very good fit for the SLP business... There is clear evidence that the variable expenses are being managed properly and that the fixed expenses are under control. I thought it would take longer to achieve this level of productivity with the combined business. Walt continues to prove time and again that his management style of paying attention to detail and financial discipline results in success. A big thank you to all the employees at SLP.

  • Reply to

    Another new 52 week high

    by dickmilde Oct 1, 2015 1:38 PM
    dickmilde dickmilde Oct 3, 2015 4:38 PM Flag

    That's impossible to know...The stock price still isn't up to the valuation that we saw in 2007 and the future for SLP is much brighter today than it was then. Also, the current volume is not up to what we were getting at that time. I am still holding all of my shares so in my opinion the future for SLP is very good and we should expect higher sales and higher earnings. Getting a higher valuation at the same time while sales and earnings are going up is about as good as it gets :-) The Cognigen purchase was a really nice addition. Walt basically used 7% of the value of SLP to purchase a 50% revenue increase. The Cognigen margins aren't as high as the Simulations Plus margins but you can bet that they are improving at a steady clip. You can be certain that Walt has lots of stuff these new employees will be working on... and all of it is intended to increase sales while at the same time keeping costs under control. Bottom line... we may see a considerably higher stock price.

  • and on huge volume :-)

  • Reply to

    DMilde -

    by arak1147 Sep 25, 2015 12:15 AM
    dickmilde dickmilde Sep 25, 2015 7:56 AM Flag

    SLP is one of the best managed public companies you'll find. Because Walt has so much stock he has never made a decision that would reduce the share value. Years ago he used his private airplane for company business and would not ask for reimbursement... I don't know what the situation is re his airplane today. It's just one of many examples of his sincere dedication to shareholder value. The current stock price appreciation is a result of the obvious you mentioned and it could be that a widely followed news letter may have made a recommendation on SLP. Years ago Louis Navellier put out a "Buy" rec on SLP and the stock took off in a similar way. At this time Navellier does not have a "Buy" rating on SLP so that is not likely part of it today. "The Street" has a very good article on SLP which is probably part of the reason... You can find it at the SLP news listing on yahoo finance. So to answer your question specifically... I am not aware of any particular reason other than " the obvious ". The current valuation is not as high as during the run up in 2007 so possibly we have some more to go :-)

  • Reply to

    Q4 sales up 82.3 %

    by dickmilde Sep 10, 2015 9:10 AM
    dickmilde dickmilde Sep 12, 2015 7:46 AM Flag

    Look at last years 10K and search for "Seasonality". You'll see that Q 4 is typically slower because many of SLP's customers are on summer vacations and tend to defer important business decisions.

  • dickmilde by dickmilde Sep 10, 2015 9:10 AM Flag

    A big thank you to the management and employees at Simulations Plus.
    Well done :-)

  • Reply to

    Up almost 9% on 7 X volume

    by dickmilde Sep 3, 2015 4:13 PM
    dickmilde dickmilde Sep 3, 2015 4:49 PM Flag

    And the new 52 week high will put SLP on additional radars as well :-)

  • A large buyer bought shares during the last 40 min of the day... Obviously they are expecting higher prices !

  • Reply to

    Top 20 Growth Stocks - SLP

    by boofeldy Sep 1, 2015 7:33 PM
    dickmilde dickmilde Sep 2, 2015 6:36 AM Flag

    Maybe Yahoo will allow the link to be posed...